Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Add a Workspace
A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate and group your organisations and use...
Fri, 20 Jul, 2018 at 11:52 AM
Add a MYOB AccountRight Organisation
This help note will show you how to add a MYOB AccountRight online organisation to your workspace.  If you are using an offline MYOB AccountRight ...
Tue, 6 Feb, 2018 at 3:55 PM
Add a Xero Organisation
This help note will show you how to add a Xero organisation to your workspace.  For instructions on updating an existing organisation please see th...
Tue, 20 Feb, 2018 at 1:41 PM
Add a QuickBooks Online Organisation
This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on updating an existing organisation ...
Fri, 20 Jul, 2018 at 11:53 AM
Invite a User
Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invited the owner or co-owner can then set...
Tue, 20 Feb, 2018 at 4:13 PM
Set User Permissions
Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invited the owner or co-owner can then se...
Thu, 22 Feb, 2018 at 11:07 AM
Delete a User
Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissions and delete users. This help...
Tue, 20 Feb, 2018 at 4:12 PM
Organisations Menu
Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all your workspaces with options to sy...
Mon, 15 Jan, 2018 at 11:54 AM
Add a MYOB Essentials Organisation
This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on updating an existing organisation p...
Tue, 20 Feb, 2018 at 3:59 PM
Add and Update an offline MYOB Organisation
If your MYOB accounting data is offline you will have to add and update your organisation to Calxa using the Calxa desktop app. Once your organisati...
Thu, 7 Dec, 2017 at 3:19 PM